A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyYou’re reading this editionPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Credit Daily
The Daily Read on Private Credit
Friday, October 2, 2026The Morning Brief →Sign in
ria

EP Wealth Advisors

TORRANCE, CA
CRD: 111147
In PWD coverage since September 2, 2026 · 6 stories
$45.1BRegulatory AUMSEC Form ADV · Sep 26
618EmployeesForm ADV
Regulatory AUM · Sep 5 – Sep 26
PWD coverage
The Close

Advisors start retirement cash-flow work years before a business sale

Small business owners with a financial professional expect to retire at 63, seven years earlier than those without one, an Equitable and SCORE Association study finds.
RIA · Sep 24The quality tilt is cheap to buy and hard to hold
Moves · Sep 23The RIA C-suite is being rebuilt around the plan record
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22EP Wealth puts acquisition integration on the CFO's desk
RIA · Sep 2The Bank of Mom and Dad needs a process
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Credit Daily, in your inbox every weekday. Free.